Inspire Investing’s NeoGenomics NEO Stock Holding History

Inspire Investing’s Portfolio NEO Stock Details NEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$513K	Buy	69,185 +29,834	+76%	+$314K	0.03%	711
2025 Q4	$463K	Sell	39,351 -19,866	-34%	-$214K	0.04%	723
2025 Q3	$457K	Buy	59,217 +6,132	+12%	+$43K	0.04%	429
2025 Q2	$388K	Buy	53,085 +16,325	+44%	+$132K	0.04%	640
2025 Q1	$349K	Buy	36,760 +12,617	+52%	+$158K	0.04%	351
2024 Q4	$398K	Sell	24,143 -3,951	-14%	-$61.4K	0.04%	724
2024 Q3	$414K	Buy	28,094 +3,006	+12%	+$47K	0.04%	428
2024 Q2	$348K	Buy	25,088 +2,431	+11%	+$34.5K	0.04%	712
2024 Q1	$356K	Sell	22,657 -1,506	-6%	-$23.3K	0.04%	728
2023 Q4	$391K	Sell	24,163 -1,496	-6%	-$24.5K	0.04%	426
2023 Q3	$316K	Buy	+25,659	New	+$382K	0.04%	409
2021 Q1	–	Sell	-8,748	Closed	-$470K	–	694
2020 Q4	$470K	Buy	+8,748	New	+$395K	0.1%	190

Other funds holding NEO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return